Save time and reduce errors when adding tables to dashboards by retaining existing report settings. Ensure policy and regulatory compliance with custom disclaimers on exported reports.
- Use Existing Report Settings When Adding Tables to Dashboards (Generally Available)
Save time and reduce manual configuration of report settings, such as groupings, custom formulas, and bucketing when adding lightning tables to dashboards. This feature reduces the risk of errors and ensures that the tables in the dashboard retain the same configuration as the report. This feature is now generally available. - Ensure Compliance with Custom Disclaimers on Exported Reports
Ensure that your exported reports meet corporate policies and regulatory requirements by appending a custom disclaimer after the standard Salesforce disclaimer. - Share Reports and Dashboards Folders Using Usernames
Securely share report and dashboard folders using precise usernames. Search for users by their usernames, and reduce the risk of sharing sensitive information with the wrong users. Previously, only the name was shown. - Embed Custom Lightning Web Components in Dashboards for Interactive Data Views (Beta)
Add custom Lightning Web Components (LWC) directly into Lightning Dashboards to create interactive, real-time data views that go beyond standard dashboard capabilities. Filter, explore, and act on data immediately without leaving your dashboard. For example, a business analyst can use a custom LWC to display a waterfall chart or other visualizations that are not available in standard dashboards.